Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$160,090,555
+$15,048,497 QoQ
Shares Held
489,080
-0.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#311
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 1%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BRIDGES INVESTMENT MANAGEMENT INC holds $228,151,186 across 6 Banks - Diversified names. JPM ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
489,080 | $160,090,555 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
655,304 | $54,154,322 | |
| 3 | ING |
Ing Groep NV
|
277,987 | $8,723,232 | |
| 4 | BAC |
Bank Of America Corp /De/
|
57,609 | $3,282,560 | |
| 5 | C |
Citigroup Inc
|
11,054 | $1,547,117 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,000 | $353,400 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,090,555 | 489,080 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $145,042,058 | 493,072 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $160,364,059 | 497,685 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $166,444,838 | 527,676 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $153,863,932 | 530,730 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $130,472,125 | 531,888 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $129,537,604 | 540,393 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $116,462,404 | 552,321 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $112,986,480 | 558,620 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $48,239,650 | 240,837 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $41,458,131 | 243,728 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $37,122,073 | 255,979 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $38,406,777 | 264,073 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $36,278,041 | 278,398 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $42,677,727 | 318,253 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $32,691,988 | 312,842 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $33,969,030 | 301,652 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $40,059,403 | 293,863 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $46,599,870 | 294,284 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $47,390,873 | 289,516 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $45,911,051 | 295,172 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $48,517,526 | 318,712 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $40,208,250 | 316,426 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $30,902,284 | 320,996 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $34,923,913 | 371,294 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $34,277,480 | 380,734 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||